Cannon Wealth Management Services, LLC AGG Holdings History
Cannon Wealth Management Services, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Cannon Wealth Management Services, LLC held 40,736.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $4.00 Mil. This investment constitutes 3.57% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of AGG, at an average price of $99.56, for a total of 40,736.00 shares. Based on historical transaction data and AGG's current price of $98.01, Cannon Wealth Management Services, LLC's estimated gain on his AGG holdings is $-63,419.36, reflecting a -1.56% gain to date.
Cannon Wealth Management Services, LLC AGG ($98.01) Holding Chart
Cannon Wealth Management Services, LLC AGG ($98.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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